Filed January 1, 2012
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
FUND DIRECT ADVISORS2+ years Service code 26 · EIN 37-3584365 | Advisory (Participants) | $29,991 |
STANLEY BENEFIT SERVICES, INC.2+ years Filed as: STANLEY BENEFIT SERVICES Service code 15 7800 MCCLOUD ROAD · GREENSBORO, NC 27409 | Recordkeeping | $14,557 |
BKD, LLP1+ years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $10,500 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE Service code 21 P. O. BOX 17748 · DENVER, CO 80217 | Bank Trustee | $7,844 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,954 | $74,089-43.4% | $133,980-68.7% | $55,167-24.0% |
| Participation rate | 82.8% | 84.3%-1.5pp | 87.1%-4.3pp | 69.0%+13.8pp |
| Annual return | 13.44% | 12.11%+1.3pp | 29.30%-15.9pp | 169.23%-155.8pp |
| Employer contribution / active EE | $3,817 | $3,064+24.6% | $5,211-26.8% | $1,963+94.5% |
| Participant deferral / active EE | $4,974 | $4,678+6.3% | $6,282-20.8% | $3,054+62.9% |
| Admin fee / account holder | $274 | $458-40.3% | $9,324-97.1% | $504-45.7% |